Paraplanner

Paraplanner role - Bespoke Wealth Practice

Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office.

From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of that team. A competitive salary of up to £40,000 per annum, (flexible hours, free parking, support with further exams plus further benefits) is on offer with this exciting role.

Ideally, you will have at least 2 years experience as a Paraplanner within an IFA/Wealth firm, be Level 4 Diploma, looking to take further study, have good knowledge of the financial planning process, be able to produce high quality technical client reports, have good IT skills, a high level of accuracy and be able to work within a successful team of Administrators, Paraplanners and Financial Planners.

My client is also looking to recruit a Trainee Paraplanner, with 2 years experience within an IFA/Wealth firm, studying towards Level 4 Diploma!

Click and apply for either role, as my client is keen to recruit the right candidates
Only candidates based in UK and eligible to work in UK are allowed